About your Search

20130512
20130520
Search Results 0 to 4 of about 5 (some duplicates have been removed)
, and certainly no impact from the investor. the debt ceiling debate coming up. what is your take on some of the other catalysts that could be a negative for the market? >> well, they can. that can be short-term negatives. washington unfortunately can be a huge distraction to investors. i think the important thing gets back to really what alison was talking about before. how do the events in washington affect earnings. and if earnings growth recovers and we start to see a return to earnings growth, and washington doesn't disrupt that, i think that's what people should focus on, is washington going to affect the profits rebound, if they don't, i think the markets will be okay. >> what do you want to be doing with your money right now, alison? >> i think sitting tight. and if there is a pullback in the market, putting more money in equities. >> what sectors do you like best? >> i would say the overdone trade to me has been the income-oriented, the multinational dividend yields. i would look to domestically oriented more driven by domestic growth and probably smaller and mid cap. >> that's w
the sequester, no impact there. you've got the debt ceiling debate coming up. what's your take on some of these other catalysts that could be negative for the market. >> they can. they can be short-term. washington is a huge distraction to investors. i think the important thing gets back to really what alison was talking about before, how do these events in washington affect earnings. if earnings growth recovers and we start to see a return and washington doesn't disrupt that, that's what people focus on, upset profits rebound, if they don't the mark will be okay, a distraction. >> what do you want to be doing with your money now, alison. >> sitting tight. if there is a pullback, putting more moneys in equity. >> what sectors do you like best? >> the overdone trade in come oriented, multinational. i would look much more to domestically oriented, more driven by domestic growth and small and midcap? >> that's what you said, too. >> exactly. there's been a lot said about the great rotation from bonds to stocks. i don't think that's the big decision investors have to make. great rotation i
into cliffs an debt ceilings, it's far from optimal for the real economy. that said, i think you got a good point this is not a group that will put together coherent budget. they can't come together with regular aura and have a smooth trajectory. >> i'm going to make a forecast here. the gop message with these investigations, whether it's the irs or benghazi or the secret wiretapping of the phone records for the a.p., these are the evils of big government and the evils of government overreach. jared, you will hear this term, government overreach, time and time again. >> i don't disagree. >> the republicans have finally found a message. it may not be the greatest. this is what they will use. >> jimmy made point a minute ago, the reason this scandal is so depressing to people like me is i fully do believe, you probably agree, we need a good, strong functional accountable honest government. and when things like this happen. >> even though it's smaller. >> we can argue. >> i'd be much happier. >> we're not going to agree. we're going to disagree on the size, we do agree on all of those -- >> we
Search Results 0 to 4 of about 5 (some duplicates have been removed)